Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
+2,193
New +$6K ﹤0.01% 2698
2024
Q2
Sell
-2,044
Closed -$2K 3114
2024
Q1
$2K Sell
2,044
-3,159
-61% -$3.09K ﹤0.01% 2906
2023
Q4
$11K Sell
5,203
-608
-10% -$1.29K ﹤0.01% 2850
2023
Q3
$21K Hold
5,811
﹤0.01% 2650
2023
Q2
$30K Sell
5,811
-2,172
-27% -$11.2K ﹤0.01% 2533
2023
Q1
$33K Sell
7,983
-1,260
-14% -$5.21K ﹤0.01% 2473
2022
Q4
$34K Hold
9,243
﹤0.01% 2596
2022
Q3
$54K Buy
9,243
+131
+1% +$765 ﹤0.01% 2424
2022
Q2
$65K Sell
9,112
-474
-5% -$3.38K ﹤0.01% 2353
2022
Q1
$63K Sell
9,586
-775
-7% -$5.09K ﹤0.01% 2364
2021
Q4
$90K Sell
10,361
-153
-1% -$1.33K ﹤0.01% 2074
2021
Q3
$110K Sell
10,514
-568
-5% -$5.94K ﹤0.01% 2072
2021
Q2
$203K Buy
+11,082
New +$203K ﹤0.01% 2025